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JPMorgan Chase
JPM

Overview Fund Activity

1,729 hedge funds and large institutions have $164B invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 649 increasing their positions, 693 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+136
Holders Change %
+8.54%
% of All Funds
50.22%
Holding in Top 10
403
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+18.53%
% of All Funds
11.7%
New
222
Increased
649
Reduced
693
Closed
67
Calls
$2.2B
Puts
$2.71B
Net Calls
-$510M
Net Calls Change
-$439M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$735M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$604M
3
SC
Sculptor Capital
New York
+$451M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$376M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$272M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$744M
2
AL
AJO LP
Pennsylvania
-$543M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$540M
4
Norges Bank
Norges Bank
Norway
-$366M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
951
KMS Financial Services
Washington
$3.34M +$2.16M +36,976 +183%
MIM
952
Midwest Investment Management
Ohio
$3.33M +$16.2K +277 +0.5%
HIS
953
Horizon Investment Services
Indiana
$3.33M +$173K +2,956 +5%
EVM
954
Evelyn V. Moreno
$3.32M +$3.32M +56,820 New
BT
955
Bankers Trust
Iowa
$3.31M +$57.1K +977 +2%
GF
956
Gerstein Fisher
New York
$3.3M +$1.72M +29,373 +109%
CCMINC
957
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.3M -$74.1K -1,268 -2%
TIC
958
Trees Investment Counsel
Illinois
$3.29M – – –
MPIA
959
Mountain Pacific Investment Advisers
Idaho
$3.29M -$9.47K -162 -0.3%
MM
960
Midas Management
New York
$3.29M – – –
SMU
961
Signet Management USA
Virginia
$3.29M +$3.29M +56,182 New
ECM
962
Everence Capital Management
Indiana
$3.27M +$122K +2,090 +4%
FLPIM
963
F.L. Putnam Investment Management
Massachusetts
$3.25M -$268K -4,585 -8%
AAM
964
AR Asset Management
California
$3.25M – – –
WC
965
Woodstock Corp
Massachusetts
$3.22M +$89.2K +1,525 +3%
SFS
966
Strategic Financial Services
New York
$3.19M -$42.4K -725 -1%
JWBC
967
J.W. Burns & Co
New York
$3.18M +$57.4K +981 +2%
HFM
968
Hartford Financial Management
Connecticut
$3.18M +$11.7K +200 +0.4%
ISB
969
Iowa State Bank
Iowa
$3.17M +$117K +2,000 +4%
PGIM
970
Pacific Global Investment Management
California
$3.17M +$71.5K +1,222 +2%
RBA
971
Richard Bernstein Advisors
New York
$3.16M +$305K +5,222 +11%
DA
972
Denali Advisors
California
$3.15M +$29.2K +500 +0.9%
RIG
973
Roosevelt Investment Group
New York
$3.15M +$708K +12,104 +29%
NCM
974
Nelson Capital Management
California
$3.15M +$3.14M +53,745 +51,186%
1GA
975
1st Global Advisors
Texas
$3.13M -$125K -2,139 -4%
37 38
39
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